Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK HIGH YIELD MUNI ETF | ETF | 501 | $529,637 | 10,134 | 0.00 | 0.00 | 134 | 1.34 | 03-31-2024 |
| SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 502 | $528,921 | 12,289 | 0.00 | 12,289 | +Inf | 03-31-2024 | |
| ALLIANCEBERNSTEIN NATL MUN INM COM | CEF | 503 | $527,190 | 47,970 | 0.00 | 0.00 | 830 | 1.76 | 03-31-2024 |
| CANADIAN NAT RES LTD COM | Stock | 504 | $525,692 | 6,888 | 0.00 | 0.00 | 1,469 | 27.11 | 03-31-2024 |
